Objective:

Environment:

Clio Web App

Additional Information:

At the time of your import appointment, a member of the migrations team will send a request for account access to the email address you use to login to Clio. From that email, click on the Grant Access link to be taken to your Clio account to consent to the access request. Once in Clio, you must click Yes, I Consent in order to complete the process.

When granting account access in this way, the migrations team can access your account remotely for four hours, after which point the account access will expire. This is the most secure way to coordinate account access between Clio and our customers.

Answer:

Clio will not accept user login credentials to gain access to an account. If you share your Clio login email and password with the migrations team, they will respond with instructions to securely provide access to your account. You will be required to reset your password as a security precaution.

Was this article helpful?

Thank you for your feedback.

We'll use this information to inform the continual improvement of our self-help resources.

This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality